David Barr is Investment Executive’s Mutual Fund Manager of the Year
Services include addressing investor requirements and mitigating compliance risk
Most Canadian small- and mid-cap managers outperformed their index, according to the latest SPIVA scorecard
An FCA review has found fund managers' self-assessments are sadly lacking
The lines have blurred between what constitutes an index and what is simply another active investment strategy
Portfolio managers warn that economic optimism could be inflating equities valuations
The changes follow Franklin Templeton's acquisition of Legg Mason last year
HSBC agreed to pay more than $1 million to settle concerns that investors were harmed when the firm cut ties with 51 dealers
Fund managers are eyeing rising inflation and the rotation to value as they adjust strategies after a challenging pandemic year
High trading volumes are making life difficult for quants and active managers